Technical Assistance


Online Resource Database

Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to join CDFA today to gain access to the entire database.

Search Results: Access to Capital
Displaying 1 - 50 of 1927 Previous | Next | New Search
Puget Sound, WA Food Infrastructure Exploration
The objectives of the Puget Sound Food Infrastructure Exploration were: to assess and clarify the need for local food system infrastructure in the Puget Sound region, facilitate a collaborative review that aligns with existing civic programs,...
Bread and Butter Farm Case StudyMembers only Login
How Bread and Butter Farm worked with a patchwork quilt of financing sources to keep land conserved for agriculture.
CDFA EDA Revolving Loan Fund Webinar Series: Utilizing the Toolbox Approach
Hundreds of development finance programs exist at the federal, state, and local level. These programs have been created to address the financing needs of business, industry, real estate, housing, environmental and community development entities....
New Funding Sources for Food-Related BusinessesMembers only Login
This directory provides an overview of various sources of financing that may be available to food hubs and other food-related businesses. This directory is a partial listing of what may be available across the United States; some examples may not be...
2018 OR Capital Scan: Trends for the futureMembers only Login
The fourth edition of the Oregon Capital Scan report continues to address the topic of capital availability for emerging and growth stage companies within the state.
CDFA EDA Revolving Loan Fund Webinar Series: Staffing and Day to Day Management Approaches
Staffing a Revolving Loan Fund requires a team of financial specialists and dedicated sources of revenue. In one approach – best for funds issuing a higher volume of loans – each team member is responsible for a different stage of the lending...
Solar Lending Practices by Community and Regional Financial Institutions Members only Login
Current projections of solar photovoltaic (PV) system costs and deployment in the United States indicate substantial capital requirements over the next 30 years and beyond. Concurrently, community and regional financial institutions (CRFIs),...
Unlocking the Development Finance ToolboxMembers only Login
Toby Rittner, President and CEO of CDFA, presents the development finance toolbox during the Fundamentals of Economic Development Finance WebCourse.
2017 Small Business Credit Survey ResultsMembers only Login
This report overviews the findings of the 2017 Small Business Credit Survey (SBCS). The SBCS, a national collaboration of the 12 Federal Reserve Banks, provides timely information on small business financing needs, decisions, and outcomes to policy...
The Community Reinvestment Act Lending Data HighlightsMembers only Login
The Office of the Comptroller of the Currency has released an Advanced Notice of Proposed Rulemaking (ANPR) on Modernizing the Community Reinvestment Regulatory Framework. This study uses 2016 Home Mortgage Disclosure Act data and the CRA files from...
Micro-Lending AcademyMembers only Login
Heidi Pickman with CAMEO and Nataly Mojica with Accion discuss their models for microlending organizations.
How to Capitalize a Revolving Loan Fund - OHMembers only Login
Chris Burnham with the Development Finance Authority of Summit County presents on their bond fund and the Akron Community Revitalization Fund.
Project Spotlight: Financing the Icy Strait Point Cruise Ship DockMembers only Login
Mike Catsi with the Alaska Industrial Development and Export Authority (AIDEA) presents on the financing package for the Icy Strait Point Cruise Ship Dock.
Utilizing the HUD 108 Loan Program - FLMembers only Login
Sherry Howard with Palm Beach County, FL presents on several projects that have been completed through the HUD section 108 loan guarantee program.
How to Capitalize a Revolving Loan Fund - MDMembers only Login
Darla Garrett with the Maryland Department of Commerce presents on the Small, Minority, Women Owned Businesses Account.
How to Capitalize a Revolving Loan Fund - COMembers only Login
Mike O'Donnell with Colorado Lending Source presents on the various loan programs offered through Colorado Lending Source.
2017 CA Small Business Credit SurveyMembers only Login
This report, produced by the Federal Reserve Bank of San Francisco, shares the results of the Small Business Credit Survey (SBCS), a national collaboration of the Community Development Offices of the 12 Federal Reserve Banks.
CDFA // BNY Mellon Webcast Series: Emerging Financing Approaches to Keeping Companies Locally OwnedMembers only Login
During this installment of the CDFA // BNY Mellon Webcast Series, the Democracy Collaborative and other thought leaders discussed how economic development leaders are beginning to incorporate employee ownership into their work; the potential large...
Financing Options for Local GovernmentMembers only Login
Indiana Bond Bank Presentation on Financing Options for Local Government
Private Activity Bonds: An IntroductionMembers only Login
An Introduction on Private Activity Bonds from the Congressional Research Service
Introduction to Qualified 501(c)(3) BondsMembers only Login
An Introduction to Qualified 501(c)(3) Bonds Presentations at the Annual Institute on Advising Nonprofit Organizations
Marketing Your RLFMembers only Login
Pete Kraus from Bucks County Industrial Development Authority presents on how to market your RLF.
Angel Investment Tax Credits in Illinois and ElsewhereMembers only Login
Adam Blair with the Economic Development Research Group discusses Illinois’ extension of the angel investment tax credit and how it compares with similar programs in other states that compete for angel investment
Illinois Finance Authority's Participation Loan ProgramMembers only Login
Stan Luboff with the Illinois Finance Authority discusses IFA's new participation loan program.
State of Illinois Selected Finance and Assistance ProgramsMembers only Login
Victor Narusis with the Illinois Department of Commerce and Economic Opportunity discusses selected finance and assistance programs in the State of Illinois.
CRA InvestingMembers only Login
Jessica Botelho of Community Capital Management discusses the uses for the Community Reinvestment Act in North Carolina.
Crowdfunding Takes FlightMembers only Login
Benji Taylor Jones from Ward and Smith, P.A. discusses crowdfunding.
CDFA - Small Business Development Impact Investing White Paper
The Small Business Development & Impact Investing White Paper documents the potential for collaboration between Impact Investors and high performing Development Finance Agencies (DFAs). Together, DFAs and Impact Investors can fill the capital gaps...
CDFA // BNY Mellon Webcast Series: U.S. vs. U.K. Access to Capital StrategiesMembers only Login
During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, learn from U.S. and U.K. experts how each country addresses their respective access to capital challenges, and the ways in which our two countries' can learn from...
FY2017 Capital Magnet Fund Awards Members only Login
The fiscal year (FY) 2017 award round is the third round in the Capital Magnet Fund’s history. 40 organizations received $120 million in awards including 52 loan funds, 7 banks/thrifts, 3 credit unions, 2 depository institution holding companies,...
CDFA // BNY Mellon Webcast Series: Bridge Financing Solutions for Spurring DevelopmentMembers only Login
How can bridge lending become a dynamic part of a project's capital stack? During this installment of the CDFA // BNY Mellon Development Finance Webcast, Brett Doney with Great Falls Montana Development Authority and Terry Hegle with Business Oregon...
NMTCs Serve Up New Space for Food Business EntrepreneursMembers only Login
For partners in the $17.5 million L.A. Prep project, the recipe for a successful food business accelerator calls for equal parts social philanthropy, economic development and collaborative synergy. L.A. Prep was financed using $16 million in NMTC...
CY 2017 NMTC AwardeesMembers only Login
This report contains information on the calendar year 2017 New Markets Tax Credit allocatees. $3.5 billion in New Markets Tax Credits have been awarded nationally this year.
A Primer on the New Federal Qualified Opportunity Zone ProvisionsMembers only Login
This report of the Investing in Opportunity Act, produced by Butler Snow LLP, dives further in the nuances of Opportunity Funds as well as the functionality of the deferments of capital gains.
IRS Revenue Procedure for Opportunity Zones
This revenue procedure provides guidance to the Chief Executive Officers of any State, any possession of the United States, and the District of Columbia regarding the procedure for designating population census tracts as Qualified Opportunity Zones.
CDFI Fund QOZ Information Resource
The CDFI Fund has produced this Opportunity Zones Information Resource, with sortable lists by State of all census tracts eligible for designation as a Qualified Opportunity Zone (QOZ).
Policy Focus: Opportunity Zones ProgramMembers only Login
This report, produced by Enterprise Community Partners, provides an early overview of the Investing in Opportunity Act as well as what lies ahead for the program.
Investing in Opportunity Act LegislationMembers only Login
The final Investing in Opportunity Act legislation can be found on page 398 of the Tax Cuts and Jobs Act conference report.
A Guide to Public Sector Business Loan Funds
This report, produced by the National Association of Development Organizations (NADO) Research Foundation and the Development District Association of Appalachia, examines the role of public sector loan funds and includes discussions on best...
Establishing a Revolving Loan Fund
This fact sheet, produced by the Ohio State University Extension, discusses how to establish a loan fund to encourage small business development in a community. Included in this fact sheet is a discussion on the role of Revolving Loan Funds and the...
Administering a Revolving Loan Fund
This fact sheet, produced by the Ohio State University Extension, discusses the basics of administering a Revolving Loan Fund. The fact sheet includes advice from application through loan servicing.
Financing Contaminated Property TransactionsMembers only Login
This presentation by Charlie Bartsch provides a detailed discussion of many EPA programs, including assessment grants, tax incentives, and revolving loan fund grants.
Support Tools for Local Initiatives - Federal Funds for EDMembers only Login
Charlie Bartsch with the U.S. Environmental Protection Agency covers a slew of federal financing programs available to support local economic development initiatives. Bartsch provides case studies and examples of how various programs can be applied...
Fundamentals of Economic Development - Rittner - All slidesMembers only Login
Toby Rittner of the Council of Development Finance Agencies presents on a multitude of topics during this two-day webinar, including Understanding Development Finance & the Toolbox Approach, Bedrock Tools, Targeted Tools, Investment Tools, Access to...
Bedrock Tools: Everything You've Always Wanted to Know About BondsMembers only Login
Bob Swanger of Stern Brothers & Co. elaborates on the essentials of bonds.
Targeted Tools: Tax Increment FinanceMembers only Login
Price Finley of Bricker & Eckler LLP delves into the basics of Tax Increment Finance.
Displaying 1 - 50 of 1927 Previous | Next | New Search

CDFA National Sponsors

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  • MB Financial Bank, NA
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  • NW Financial Group, LLC
  • SB Friedman Development Advisors
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  • Wells Fargo Securities
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  • Z. The Bond Buyer
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